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Avalo Therapeutics(AVTX) - 2025 FY - Earnings Call Transcript
2025-06-30 16:00
Financial Data and Key Metrics Changes - The company has sufficient cash to complete its trials, with an expected cash runway extending into 2028, indicating no immediate financial overhang [8] Business Line Data and Key Metrics Changes - The lead compound, ABTX009, is currently in Phase 2b of the LOTUS trial, with results expected in mid-2026 [7] - The company is targeting hidradenitis suppurativa (HS), a severe skin disease, with a significant unmet medical need [5][12] Market Data and Key Metrics Changes - The HS market is evolving, with new therapies emerging, but there remains a substantial unmet need for more effective treatments [11][12] - The market for HS is projected to grow significantly, with conservative estimates suggesting it could reach $10 billion by 2035 [42] Company Strategy and Development Direction - The company aims to transition rapidly into Phase 3 trials following the Phase 2 results, with a potential BLA filing anticipated around 2029 [34] - The strategy includes differentiating ABTX009 from competitors by focusing on its higher potency and longer half-life compared to existing therapies [6][22] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the mechanism of action of ABTX009, highlighting its potential to treat additional immune-mediated inflammatory diseases [8] - The management noted that dermatologists are increasingly looking for new therapies due to the limitations of current treatments, indicating a favorable environment for new entrants [35][38] Other Important Information - The trial design for ABTX009 is similar to that of other recent studies, with a focus on clinically relevant endpoints [27] - The company is studying a diverse patient demographic across the US, Canada, Australia, and Europe, which may help in achieving robust treatment effects [31] Q&A Session Summary Question: Can you discuss the current state of HS and the effectiveness of emerging therapies? - Management highlighted that HS is a severe disease with significant pain and disability, and there is a growing recognition of the need for better therapies [11] Question: What differentiates ABTX009 from other IL-1 strategies? - Management emphasized that targeting IL-1 beta specifically is advantageous, as it plays a pivotal role in chronic inflammation associated with HS [20][21] Question: What are the expectations for the Phase 2 trial data readout in 2026? - The study is powered to show a placebo-subtracted efficacy rate of 25-30%, with a robust treatment effect expected [28][30] Question: How does the company plan to carve out a commercial niche in the HS market? - Management believes that with a differentiated side effect profile and superior efficacy, ABTX009 can capture a significant share of the market [39][42] Question: What are the potential additional indications for IL-1 beta? - Management mentioned several potential indications, including Crohn's disease and rheumatoid arthritis, highlighting the broad applicability of IL-1 beta targeting [43][44]
EUROAPI sells Haverhill site to Particle Dynamics as part of its FOCUS-27 transformation plan
Globenewswire· 2025-06-30 15:58
Core Insights - EUROAPI has signed a share purchase agreement for the sale of 100% of EUROAPI UK Ltd, which operates the Haverhill manufacturing site, to Particle Dynamics [1][2] - The divestment is part of EUROAPI's strategy to optimize its industrial footprint and advance its FOCUS-27 transformation plan, enhancing efficiency and focus on its strategic network [2] - The Haverhill site generated approximately 35 million euros in net sales in 2024, with nearly 80% attributed to Sanofi [2] Company Overview - EUROAPI is a leading player in active pharmaceutical ingredients, offering around 200 products and developing innovative molecules through its Contract Development and Manufacturing Organization (CDMO) activities [3] - The company operates six manufacturing sites in Europe and supplies customers in over 80 countries, emphasizing high-quality API manufacturing [4] - EUROAPI is listed on Euronext Paris under the ticker EAPI [4]
整理:6月30日欧盘美盘重要新闻汇总
news flash· 2025-06-30 15:56
1. 我国双航母圆满完成远海实战化训练。 2. 国家外汇局新发放一批QDII额度合计30.8亿美元。 3. 外交部:有条件恢复日本部分地区水产品进口。 4. 进一步深化金融服务新型工业化的相关政策有望研究出台。 5. 商务部回应加拿大政府关闭海康威视在加业务:中方对此强烈不满、坚决反对。 6. 财政部:境外投资者以分配利润直接投资符合条件的,可按照投资额的10%抵免相应税额。 1. 花旗:黄金市场的供应缺口预计将在2025年第三季度达到峰值,随后由于投资需求下降而逐渐减弱。 2. 美联储博斯蒂克:我仍然预计今年会有一次降息。预计明年将有三次降息。 3. 据CBS记者:美国总统特朗普将于周一签署一项行政命令,涉及放宽对叙利亚的制裁措施。 4. 美国财长贝森特:在7月9日截止日期前的最后一周,将会出现一波贸易协议的密集签署。 5. 美国总统特朗普:由于油价低迷,预计(乌克兰)将可以与俄罗斯达成停火协议。 金十数据整理:6月30日欧盘美盘重要新闻汇总 7. 商务部:自2025年7月1日起,对原产于欧盟、英国、韩国和印度尼西亚的进口不锈钢钢坯和不锈钢热 轧板/卷继续征收反倾销税,实施期限为5年。 国际新闻: 国内新闻 ...
Wall Street Set to Close Strong a Turbulent 1H 2025
ZACKS· 2025-06-30 15:56
It’s the final day of the first half of 2025, and market indexes are once again at all-time highs on the S&P 500 and Nasdaq, closing-in on the Dow and small-cap Russell 2000. We’re also roughly +20% from near-term lows, in early April of this year. In short, it’s been quite a rollercoaster ride for investors. We are light on economic prints today, but not for the week: despite a shortened trading week in observance of Independence Day on the 4th of July Friday, this is Jobs Week: including a new Job Opening ...
Apogee Beats Q1 Earnings & Revenue Estimates, Hikes FY26 View
ZACKS· 2025-06-30 15:56
Key Takeaways APOG beat Q1 estimates with EPS of 56 cents and $347M in revenues, boosted by the UW Solutions acquisition. The gross margin shrank to 21.7% as costs rose, with operating income plummeting 83.3% y/y. Apogee raised its views for FY26 revenues to $1.40-$1.44B and EPS to $3.80-$4.20 despite tariff pressures.Apogee Enterprises, Inc. (APOG) reported earnings per share (EPS) of 56 cents in first-quarter fiscal 2026 (ended May 31, 2025), surpassing the Zacks Consensus Estimate of 50 cents. The bott ...
雅万高铁发送旅客超1000万人次 印尼籍员工比例不断增加
Zhong Guo Jing Ying Bao· 2025-06-30 15:55
同时,国铁集团联合雅万高铁运营方中印尼合资公司,不断增加雅万高铁印尼方员工比例,以"干、 帮、带"方式帮助印尼本土员工熟悉设备设施和作业流程。 在标准合规方面,中印尼合资公司两年来不断加强对重点岗位的印尼方员工培训。目前,已经有34名印 尼籍动车组司机,在中方工作人员现场指导下可以实现独立驾驶动车组;有600名学员完成培训,263名 学员取得印尼交通部认证。另外,雅万高铁沿线车站综控员和应急值守岗位也多由印尼本土员工担任, 已经独立上岗。"两年来,服务雅万高铁中方人员比例正在减少,印尼方员工比例逐步增加,这种比例 未来还将持续。"国铁集团人士说。 上述国铁集团人士还对记者透露,目前,雅万高铁二期项目——万隆至泗水项目正在提上日程,"如果 项目成型,雅万高铁有望变成雅泗高铁"。 近日,中国国家铁路集团有限公司(以下简称"国铁集团")发布数据显示,截至2025年6月25日,印度 尼西亚(以下简称"印尼")雅万高铁已累计开行旅客列车2.98万列,发送旅客超1000万人次,动车组列 车安全运行超463万公里。 雅万高铁每日开行动车组列车由开通初期的14列增至目前的62列,旅客席位由8400多个增加至3.7万多 个,单 ...
日航一波音738客机飞行中发生故障 在关西机场紧急降落
news flash· 2025-06-30 15:54
当地时间6月30日20时50分左右,由上海飞往成田的日航8696航班波音738客机在关西机场紧急降落。据 日本国土交通省大阪航空局确认,机上191名乘客及机组人员均未受伤或出现身体不适。根据日本国土 交通省等部门通报,飞机触发显示"增压系统故障"的警报。机舱内疑似发生减压状况,飞行员向空管宣 布紧急状态,随后变更目的地降落关西机场。(央视新闻) ...
Home Depot Hopes to Build Up Pro Segment With GMS Acquisition
PYMNTS.com· 2025-06-30 15:54
Last year, Home Depot acquired SRS Distribution, a distributor for roofing firms and construction projects.By completing this form, you agree to receive marketing communications from PYMNTS and to the sharing of your information with our sponsor, if applicable, in accordance with our Privacy Policy and Terms and Conditions .Complete the form to unlock this article and enjoy unlimited free access to all PYMNTS content — no additional logins required.Now, SRS is conducting an acquisition of its own, buying sp ...
深中通道通车一周年!解码“大桥经济”下湾区发展四点新变化
Nan Fang Du Shi Bao· 2025-06-30 15:52
2024年6月30日,世界级跨海工程——深中通道正式通车,这条横跨珠江口,连接深圳、中山和广州的交通大动 脉,不仅改写了粤港澳大湾区的通勤格局,更成为推动产业协同、促进区域融合发展的"黄金走廊"。通车一年 来,深中通道总车流量超过3155万车次,日均超过8.64万车次,约占珠江口日过江总车流量的五分之一。 通勤革命:从"双城记"到"同城化" 陈先生在深圳前海上班,家人住在珠江西岸的江门,周末或有事时回家,以往的路线是先北上绕道东莞,过虎门 大桥后再南下江门。这样的行驶路线在深中通道通车后有了巨大改变,他可以从前海直接通过深中通道回家。"以 前回家需要差不多三个小时,堵车的时候更久,现在一个半小时就行了。"陈先生说。 在大湾区,和陈先生有着类似经历的不在少数,社交媒体上,很多跨城上班族分享了自己的通勤路线,并寻求一 起上下班的坐车"搭子",以分担过路费,比如不少从南沙前往前海上班,全程不到50分钟。对他们来说,伴随着 珠江口的日升日落,头顶不时有飞机飞过,也是上下班路途中的一道亮丽的风景。 广东省交通运输厅、广东交通集团发布的数据显示,深中通道通车满一周年,总车流量超过3155万车次,日均超 过8.64万车次。 ...
万国数据上涨2.09%,报30.8美元/股,总市值63.56亿美元
Jin Rong Jie· 2025-06-30 15:51
财务数据显示,截至2025年03月31日,万国数据收入总额27.23亿人民币,同比增长11.96%;归母净利 润7.63亿人民币,同比增长320.64%。 大事提醒: 6月30日,万国数据(GDS)盘中上涨2.09%,截至23:40,报30.8美元/股,成交3087.73万美元,总市值 63.56亿美元。 本文源自:金融界 作者:行情君 8月20日,万国数据将披露2025财年中报(数据来源于纳斯达克官网,预计披露日期为美国当地时间, 实际披露日期以公司公告为准)。 资料显示,万国数据控股有限公司(纳斯达克股票代码:GDS;港交所股票代码:9698)是中国及东南亚地区 领先的高性能数据中心运营商和服务商。公司的数据中心分布于对高性能数据中心需求广泛的中国核心 经济枢纽地区。为了满足客户更广泛的需求,公司还根据客户的选择在非一线城市地区建设和运营数据 中心。公司的数据中心规模大,电力供应充沛、密度高且高效,所有关键系统均具备多重冗余。公司中立 于运营商及云服务提供商,客户可自由选择与主要电信运营商连接,以及接入托管于公司数据中心的多家 云服务提供商。万国数据可为客户提供托管和管理服务,包括与领先的公有云进行直接私 ...